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One inbox for leads from anywhere — interns, the team, conferences. Each lead is checked against Salesforce, scored by the Research Analyst, reviewed, and added to Salesforce in one click.

Niche exchange businesses found by the exchanges search, scored on the Research Analyst rubric v1.3, as a review batch: worth a look, already in Salesforce, filtered out, other sectors.

The information-services search scored on the Research Analyst rubric v1.2, as a review batch: worth a look, already in Salesforce, filtered out, and other sectors.

Twenty insurance and banking software niches to accept or reject, one page each. Every signed-in person fills it out on their own, and their answers and clicks are saved.

The 'where to hunt' desk for Quality Standard: proposes micro-niches worth searching with evidence, keeps the managed registry with lifecycle, coverage and yield from the Research Analyst's real runs, and hands an approved niche to the Research Analyst in one click. Reads only.

Thesis-driven research agent (beta): scores any company against the QS quality rubric — one independent AI call per criterion, evidence-cited — and browses the niche registry. Scores live in app state only; no pipeline writes until calibration signs off.

Geographic heatmap of the firm's pipeline (sourcing + Salesforce) across North America, with live filters and a click-through company overlay.

Cadence-aware outreach drafting that learns from what you actually send.

Reply rate per Salesloft cadence across the full sent-email history. Demonstrates app-level windowing past the 2,000-row read cap, delivered as a staged candidate.

One button AI-summarizes the 15 newest ready-for-review companies in a durable background job with live progress and cancel. Session C of the post-merge prod smoketest.

Three-layer outreach dashboard (engine check, activity by person, pipeline stages) pulling from Salesforce and Salesloft.

A chat assistant that explains how Rubicon and QS's sourcing pipeline work, and can look up live QS pipeline/Salesforce/company data on request.

Search one company, see everything the firm knows about it - Salesforce stage, outreach history, email threads, pipeline status and drafts - then add it to the pipeline and draft, refine, and approve outreach.

Find 2026 industry conferences, review and track them firm-wide, screen attendees against Salesforce, the pipeline, and the QS mission-critical thesis, capture conference notes, and generate, refine, and approve warm follow-up emails.

Source acquisition targets, screen them with AI, draft outreach, and approve - all on the firm's governed pipeline. Run many searches at once and get emailed, with a link back, when each finishes.